IRA Clarity Webinar Replay

Navigating Rollover Suitability and Regulatory Compliance

This webinar explains how iJoin and Broadridge integrate to help advisors comply with PTE 2020-02 when making rollover recommendations. It demonstrates how the Decision Optimizer guides advisors through a structured analysis of plan-to-IRA comparisons, featuring an interactive interface and concluding with a client friendly report.  Supervisory tools allow firms to review and export documented recommendations for compliance oversight and completing retrospective reviews.  The session concludes with a walkthrough of admin functions in the iJoin portal that enable automation, advisor setup, and segmentation of rollover opportunities.